401(k) · DOL Form 5500 · 2023

Strategix Management LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
382
Participants Below avg headcount
37th
Percentile by assets National rank
$8,315
Avg per participant Low balance/head
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Official DOL plan name: Strategix Management LLC 401(k) Plan · Sponsored by Strategix Management LLC · District of Columbia · Educational Services

$3M in assets, 382 participants

Strategix Management LLC's Strategix Management LLC 401(k) Plan reported $3M in total assets and 382 participants in its 2023 DOL Form 5500 filing, ranking in the 37th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #899 in Educational Services (3,735 peers)

Coverage in District of Columbia

Strategix Management LLC 401(k) Plan covers 382 participants in District of Columbia, about 26% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $3M.

#899
in Educational Services (3,735 peers)
+85.8%
assets growth YoY

Strategix Management LLC 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Strategix Management LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,176,258 37th percentile higher than 37% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Strategix Management LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategix Management LLC 401(k) Plan sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategix Management LLC 401(k) Plan reported participants rose from 196 in the plan year 2022 filing to 382 in the plan year 2023 filing.
  • Strategix Management LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Strategix Management LLC 401(k) Plan reported net income rose from $791K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 811479787 · Strategix Management LLC PY 2023 · 401(k)

Strategix Management LLC 401(k) Plan · $3M · 382 · 37th

  • EBSA $3M
  • PART 382
  • TYPE 37th
  • NET 401(k)
  • BOOK near Agate Housing and Services, Inc. 401(k) Plan
  • VS-ST ind #899

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in District of Columbia →

Strategix Management LLC 401(k) Plan in the asset neighbourhood

Strategix Management LLC 401(k) PlanStrategix Management LLC 401…$3MAgate Housing and Services, Inc. 401(k) PlanAgate Housing and Services, …$3MRescue Missions Ministries, Inc. 401(k) PlanRescue Missions Ministries, …$3MGulph Creek Hotels Retirement & Savings PlanGulph Creek Hotels Retiremen…$3MIgenomix USA, LLC 401(k) Profit Sharing Plan and TrustIgenomix USA, LLC 401(k) Pro…$3M
End-of-year total assets ($M) among Strategix Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN811479787
Plan Effective Date2017-12-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategix Management LLC)

Sponsor-wide plan assets over time

All Strategix Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 298.64821226115413% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.71M $6.81M ▲ +298.2%
Year Plans Participants Total Assets
2022 1 196 $2M
2023 2 741 $4M
2024 2 921 $7M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Strategix Management LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Strategix Management LLC 401(k) Plan, Total assets ($B): 0.003176258 · Participants: 382Strategix Management LLC 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Strategix Management LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Strategix Management LLC 401(k) Plan side-by-side with 3 peers →

Strategix Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Agate Housing and Services, Inc. 401(k) Plan in MN ($3M); by covered participants it is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Strategix Management LLC 401(k) Plan assets move in 2023? ▼
Strategix Management LLC 401(k) Plan surged - up 85.8% during 2023, from $2M to $3M. Reported net income was $1M.
How have Strategix Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategix Management LLC's sponsor-wide assets grew 298.6%, from $2M to $7M.
Which 401(k) plans are similar in size to Strategix Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agate Housing and Services, Inc. 401(k) Plan in MN ($3M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Strategix Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811479787.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.